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Spire Wealth Management’s Digital Turbine APPS Stock Holding History

Spire Wealth Management’s Portfolio APPS Stock Details APPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-74
Closed -$687 – 2359
2023
Q2 		$687 Hold
74
– – ﹤0.01% 2350
2023
Q1 		$915 Sell
74
-24
-24% -$322 ﹤0.01% 2401
2022
Q4 		$1K Buy
98
+24
+32% +$369 ﹤0.01% 2135
2022
Q3 		$1K Hold
74
– – ﹤0.01% 2033
2022
Q2 		$1K Hold
74
– – ﹤0.01% 2453
2022
Q1 		$3K Sell
74
-500
-87% -$22.6K ﹤0.01% 2313
2021
Q4 		$35K Buy
574
+500
+676% +$34K ﹤0.01% 1884
2021
Q3 		$5K Hold
74
– – ﹤0.01% 2265
2021
Q2 		$6K Sell
74
-1,832
-96% -$131K ﹤0.01% 2259
2021
Q1 		$153K Buy
+1,906
New +$139K ﹤0.01% 1182

Other funds holding APPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Spire Wealth Management's APPS Position: Q3 2023 in Review

Spire Wealth Management sold out of Digital Turbine (APPS) in Q3 2023, closing a stake of 74 shares — an estimated $687 sold.

Spire Wealth Management first reported a position in APPS in Q1 2021 and held it in 10 quarters. The position peaked at $153K in Q1 2021. 226 funds tracked by Wall St. Rank hold APPS as of Q3 2023.

  • Spire Wealth Management reported no remaining Digital Turbine position as of Q3 2023 after selling out during the quarter.
  • Spire Wealth Management sold 74 Digital Turbine shares in Q3 2023, an estimated $687.
  • Spire Wealth Management first reported a position in Digital Turbine in Q1 2021 and held it in 10 quarters.
  • Spire Wealth Management's Digital Turbine position peaked at $153K in Q1 2021.
  • 226 funds tracked by Wall St. Rank held Digital Turbine as of Q3 2023.

Based on Spire Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.